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Eduardo Margarito Martinez

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
825 clients
Average Client Portfolio
$46K average
Assets Under Management
$38.3M

Fee Structure

Minimum Investment:$25K
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Location

3067 W. Ina Road, #125, Tucson, AZ, 85741

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eduardo owns Edward Martinez Financial Services, an investment-related business, since 2009. He dedicates nearly full-time hours to insurance sales and services, with slightly fewer hours during trading periods.

Employment History
Current Registrations
Secure Investment Management, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Impact Partnership Wealth, LLC
August 2022 - November 2022 · 3 mos
Ae Wealth Management, LLC
September 2019 - June 2021 · 1 yr 9 mos
Allstate Financial Services, LLCBroker
July 2013 - March 2016 · 2 yrs 8 mos
Independent Financial Group, LLCBroker
September 2011 - July 2013 · 1 yr 10 mos
Questar Capital CorporationBroker
November 2009 - October 2011 · 1 yr 11 mos
Financial Network Investment CorporationBroker
August 2008 - November 2009 · 1 yr 3 mos
Pension Planners Securities, INC.Broker
December 2007 - August 2008 · 8 mos
Linsco/private Ledger CORP.Broker
February 2006 - December 2007 · 1 yr 10 mos
Xcu Capital Corporation, INC.Broker
May 2003 - February 2006 · 2 yrs 9 mos
Planmember Securities Corporation
July 2002 - December 2002 · 5 mos
Planmember Securities CorporationBroker
March 2002 - December 2002 · 9 mos
Sammons Securities Company, LLCBroker
February 2002 - March 2002 · 1 mo
Walnut Street Securities, INC.Broker
December 1999 - February 2002 · 2 yrs 2 mos
Ascend Financial Services, INC.Broker
April 1997 - November 1999 · 2 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Eduardo Margarito Martinez - Financial Advisor | TrueAdvisor